Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 2.0M | 198.0M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.0M | 193.4M | 2.8% |
| UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd. | Dec 31, 2025 | 1.5M | 145.2M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.4M | 138.8M | 2.0% |
| AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND | Oct 31, 2025 | 1.2M | 117.6M | 1.7% |
| American Century Capital Portfolios, Inc.-SMALL CAP VALUE FUND | Jan 31, 2026 | 940K | 91.7M | 1.4% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Dec 31, 2025 | 929.0K | 90.6M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 917.2K | 89.5M | 1.3% |
| Thrivent Mutual Funds-Thrivent Mid Cap Stock Fund | Oct 31, 2025 | 764.7K | 74.6M | 1.1% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Oct 31, 2025 | 737.7K | 72.0M | 1.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.